Side-by-side comparison

Compare investment strategies

AI Small/Mid-Cap Inverse-Volatility Basket vs Clean Air SRI Portfolio (Carbon & Pollution Leaders)

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (OOS, Live). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

0.0%

35.7%Best

15.4%Best

13.8%

35.5%

14.8%Best

0.58

2.18Best

-33.0%

-9.7%Best

Fee

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0.20%

Minimum investment

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$100

Each source uses its own scale

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3(1-5 (Interactive Advisors))

Inception

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2020-07-16

40%

82%Best

Growth of $10,000

Each line starts at $10,000 on the first date all of them share, using the strategy's own published history. Bases are labelled and never mixed within a line.

Clean Air SRI Portfolio (Carbon & Pollution Leaders)Liveup 84.4%
S&P 500 ETFup 79.2%

No published history to chart: AI Small/Mid-Cap Inverse-Volatility Basket.

What they say: stated rules

Each rule is quoted from the strategy's own documents. Tap a ✓ to read the quote. Shared rules come first.

Rules stated

Data provider / source: ESG (general) · provider not named

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Event handling / exception

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Exclude screen: Pollution control

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Include screen: Carbon & emissions

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Number of holdings

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Position cap

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Rebalance schedule

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Weight by score: Carbon & emissions

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Weighting scheme

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Every published figureShow 47 attributes

Each row is one exact variant (window and basis), so a value appears only where a source publishes it.

Classification

AI categories (Composer)

ai beneficiaries, inverse-volatility weighting, small/mid-cap, thematic equity, weekly rebalance

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Asset classes / instruments

equities

Composition (ETFs / Stocks / Mixed)

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STOCKS

Curated collections (Interactive Advisors)

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Better planet, Portfolios with the best risk adjusted returns, Top performing portfolios, Top performing socially responsible portfolios

ESG / responsible flag

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Yes

Smart beta flag

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Theme keywords (Interactive Advisors)

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Carbon focus, Emission control, Sustainable energy

Returns

Annualized return since inception (Lighthorse, daily, live)

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13.82%

Return since inception (annualized) (live account)

—

13.80%

Return since inception (cumulative) (live account)

—

124.10%

Return vs the source's benchmark, last 365 days (Lighthorse, daily, live)

—

20.55%

Return, last 30 days (live account)

—

3.40%

Return, last 365 days (Lighthorse, daily, live)

—

36.56%

Return, last 365 days (live account)

—

35.70%

Return, last 5 years (cumulative) (live account)

—

69.00%

Return, last 90 days (live account)

—

8.50%

Return, out-of-sample period (annualized) (out-of-sample)

15.36%

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Return, out-of-sample period (cumulative) (out-of-sample)

13.93%

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Return, trailing 1 month (out-of-sample)

2.64%

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Return, trailing 1 year (out-of-sample)

0.00%

—

Return, trailing 3 months (out-of-sample)

1.00%

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Return, year to date (live account)

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27.30%

Market-relative

Benchmark (methodology text)

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Broad market investable ETF benchmark without an ESG focus

Risk metrics

Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live)

—

0.72

Calmar ratio, out-of-sample period (out-of-sample)

0.47

—

Maximum drawdown since inception (Lighthorse, daily, live)

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-26.93%

Maximum drawdown, last 365 days (Lighthorse, daily, live)

—

-9.74%

Maximum drawdown, last 365 days (live account)

—

-9.70%

Maximum drawdown, out-of-sample period (out-of-sample)

-33.03%

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Sharpe ratio since inception (Lighthorse, daily, live)

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0.62

Sharpe ratio, last 365 days (Lighthorse, daily, live)

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1.89

Sharpe ratio, last 365 days (live account)

—

2.18

Sharpe ratio, out-of-sample period (out-of-sample)

0.58

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Sortino ratio, last 365 days (Lighthorse, daily, live)

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2.93

Sortino ratio, last 365 days (live account)

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3.66

Standard deviation, out-of-sample period (out-of-sample)

35.47%

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Value-at-risk 95% 1-week, last 365 days (live account)

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-3.40%

Volatility since inception (Lighthorse, daily, live)

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17.76%

Volatility, last 365 days (Lighthorse, daily, live)

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14.53%

Volatility, last 365 days (live account)

—

14.80%

Cost & access

Management / advisory fee

—

0.20%

Minimum investment

—

$100

Disclosure

Metrics calculated through

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2026-10-09

Construction

Rebalance frequency

weekly

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Rebalancing (methodology text)

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Annually

Risk score

Risk label (Interactive Advisors)

—

Growth plus

Risk score 1-5 (Interactive Advisors)

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Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources